IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,433
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.2M
3
+$11.1M
4
IYR icon
iShares US Real Estate ETF
IYR
+$9.69M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$9.02M

Top Sells

1
+$58.5M
2
+$24.2M
3
+$18.3M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$15.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$15M

Sector Composition

1 Technology 8.53%
2 Financials 4.14%
3 Consumer Discretionary 3.34%
4 Industrials 3.25%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$5.32K ﹤0.01%
350
2402
$5.31K ﹤0.01%
298
+115
2403
$5.3K ﹤0.01%
+422
2404
$5.28K ﹤0.01%
400
2405
$5.27K ﹤0.01%
74
+37
2406
$5.24K ﹤0.01%
96
2407
$5.22K ﹤0.01%
163
-26
2408
$5.22K ﹤0.01%
259
2409
$5.22K ﹤0.01%
78
+39
2410
$5.19K ﹤0.01%
180
2411
$5.16K ﹤0.01%
300
-3,747
2412
$5.15K ﹤0.01%
100
-701
2413
$5.14K ﹤0.01%
+120
2414
$5.12K ﹤0.01%
200
2415
$5.09K ﹤0.01%
112
-8
2416
$5.06K ﹤0.01%
469
2417
$5.05K ﹤0.01%
115
-63
2418
$5.05K ﹤0.01%
80
+40
2419
$5.04K ﹤0.01%
+730
2420
$5.03K ﹤0.01%
119
2421
$5.03K ﹤0.01%
+300
2422
$5K ﹤0.01%
350
2423
$5K ﹤0.01%
123
2424
$4.99K ﹤0.01%
300
2425
$4.97K ﹤0.01%
485
95 96
97
98 99